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VitalStone Financial’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

VitalStone Financial’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,169
Closed -$22K – 636
2023
Q2 		$22K Buy
+1,169
New +$21.9K 0.01% 505
2023
Q1 		– Sell
-129,244
Closed -$2.38M – 507
2022
Q4 		$2.38M Buy
+129,244
New +$2.39M 1.62% 7

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

VitalStone Financial's TIPX Position: Q3 2023 in Review

VitalStone Financial sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2023, closing a stake of 1,169 shares — an estimated $22K sold.

VitalStone Financial first reported a position in TIPX in Q4 2022 and held it in 2 quarters. The position peaked at $2.38M in Q4 2022. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2023.

  • VitalStone Financial reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 1,169 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2023, an estimated $22K.
  • VitalStone Financial first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2022 and held it in 2 quarters.
  • VitalStone Financial's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $2.38M in Q4 2022.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.